FCG Advisors’s ExxonMobil XOM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.41M | Buy |
40,957
+9,133
| +29% | +$373K | 0.33% | 51 |
|
|
2020
Q2 | $1.42M | Sell |
31,824
-497
| -2% | -$22.3K | 0.37% | 44 |
|
|
2020
Q1 | $1.23M | Sell |
32,321
-122
| -0.4% | -$6.74K | 0.35% | 45 |
|
|
2019
Q4 | $2.26M | Buy |
32,443
+17
| +0.1% | +$1.18K | 0.65% | 34 |
|
|
2019
Q3 | $2.29M | Buy |
32,426
+155
| +0.5% | +$11.2K | 0.7% | 33 |
|
|
2019
Q2 | $2.47M | Sell |
32,271
-945
| -3% | -$73.2K | 0.78% | 29 |
|
|
2019
Q1 | $2.68M | Buy |
33,216
+133
| +0.4% | +$10.1K | 0.89% | 23 |
|
|
2018
Q4 | $2.26M | Sell |
33,083
-1,776
| -5% | -$139K | 0.86% | 25 |
|
|
2018
Q3 | $2.96M | Buy |
34,859
+2,241
| +7% | +$183K | 1.02% | 19 |
|
|
2018
Q2 | $2.7M | Buy |
32,618
+464
| +1% | +$37K | 0.98% | 19 |
|
|
2018
Q1 | $2.4M | Sell |
32,154
-511
| -2% | -$40.8K | 0.83% | 23 |
|
|
2017
Q4 | $2.71M | Sell |
32,665
-346
| -1% | -$28.6K | 1.01% | 19 |
|
|
2017
Q3 | $2.71M | Sell |
33,011
-16,562
| -33% | -$1.32M | 1% | 19 |
|
|
2017
Q2 | $4M | Buy |
49,573
+21,512
| +77% | +$1.76M | 1.34% | 13 |
|
|
2017
Q1 | $2.28M | Buy |
28,061
+1,001
| +4% | +$83.6K | 0.92% | 21 |
|
|
2016
Q4 | $2.44M | Buy |
27,060
+566
| +2% | +$49.5K | 1.1% | 19 |
|
|
2016
Q3 | $2.31M | Sell |
26,494
-7,048
| -21% | -$625K | 0.71% | 25 |
|
|
2016
Q2 | $3.14M | Buy |
33,542
+7,007
| +26% | +$620K | 0.98% | 17 |
|
|
2016
Q1 | $2.22M | Buy |
26,535
+381
| +1% | +$30.5K | 0.78% | 24 |
|
|
2015
Q4 | $2.04M | Buy |
26,154
+10
| +0% | +$799 | 1.22% | 16 |
|
|
2015
Q3 | $1.94M | Buy |
26,144
+189
| +0.7% | +$14.6K | 1.6% | 14 |
|
|
2015
Q2 | $2.16M | Sell |
25,955
-54,766
| -68% | -$4.71M | 1.7% | 11 |
|
|
2015
Q1 | $6.86M | Sell |
80,721
-217
| -0.3% | -$19.2K | 3.52% | 4 |
|
|
2014
Q4 | $7.48M | Buy |
80,938
+64,104
| +381% | +$5.98M | 3.69% | 4 |
|
|
2014
Q3 | $1.45M | Sell |
16,834
-17,667
| -51% | -$1.76M | 0.95% | 27 |
|
|
2014
Q2 | $3.47M | Buy |
34,501
+6,741
| +24% | +$680K | 2.63% | 8 |
|
|
2014
Q1 | $2.71M | Sell |
27,760
-276
| -1% | -$26.3K | 1.92% | 10 |
|
|
2013
Q4 | $2.83M | Buy |
28,036
+11,405
| +69% | +$1.05M | 1.91% | 11 |
|
|
2013
Q3 | $1.43M | Sell |
16,631
-94
| -0.6% | -$8.47K | 1.02% | 26 |
|
|
2013
Q2 | $1.51M | Buy |
+16,725
| New | +$1.5M | 1.23% | 24 |
|
Other funds holding XOM
FCG Advisors's XOM Position: Q3 2020 in Review
FCG Advisors increased its ExxonMobil (XOM) stake by 29% in Q3 2020, buying an estimated $373K and bringing the position to 40,957 shares worth $1.41M. The position accounts for 0.33% of the portfolio, ranked #51.
FCG Advisors first reported a position in XOM in Q2 2013 and has held it in 30 quarters since. The position peaked at $7.48M in Q4 2014. 2,295 funds tracked by Wall St. Rank hold XOM as of Q3 2020.
- FCG Advisors held 40,957 shares of ExxonMobil worth $1.41M as of Q3 2020.
- FCG Advisors bought 9,133 ExxonMobil shares in Q3 2020, an estimated $373K.
- ExxonMobil made up 0.33% of FCG Advisors's portfolio in Q3 2020, its #51 holding.
- FCG Advisors first reported a position in ExxonMobil in Q2 2013 and has held it in 30 quarters since.
- FCG Advisors's ExxonMobil position peaked at $7.48M in Q4 2014.
- 2,295 funds tracked by Wall St. Rank held ExxonMobil as of Q3 2020.
Based on FCG Advisors's 13F filing for Q3 2020, filed 13 Nov 2020.